Emerging markets starting to stretch their legs
Now soundly beating the SP500 over 1 and 3 months and equal over a year.
Could be a source of outperformance if this sticks.
Emerging
1m +7%
3m +16.4%
12m +18%
SP500
1m +3.9%
3m 8.0%
12m +18.5%
Ghost of Igloi wrote:
Dr. Racket wrote:
Do you just live off pure contrarian troll energy? You literally poke an unprovoked stick at everyone for everything
Well at least I see the ingeniousness of it all.
Ingeniousness? I don’t think you know what that word means.
agip wrote:
Emerging markets starting to stretch their legs
Now soundly beating the SP500 over 1 and 3 months and equal over a year.
Could be a source of outperformance if this sticks.
Emerging
1m +7%
3m +16.4%
12m +18%
SP500
1m +3.9%
3m 8.0%
12m +18.5%
I feel like emerging markets will always do better/worse than US indexes in good/bad times.
When would emerging markets do worse than the SP500, assuming the global economy is "good."
Dr. Racket wrote:
agip wrote:
Emerging markets starting to stretch their legs
Now soundly beating the SP500 over 1 and 3 months and equal over a year.
Could be a source of outperformance if this sticks.
Emerging
1m +7%
3m +16.4%
12m +18%
SP500
1m +3.9%
3m 8.0%
12m +18.5%
I feel like emerging markets will always do better/worse than US indexes in good/bad times.
When would emerging markets do worse than the SP500, assuming the global economy is "good."
I tend to avoid emerging markets like the plague. The Vanguard total stock Emerging Markets has only returned 3% over the last 10 years. That is nothing especially when you compare it the S & P.
Dr. Racket wrote:
agip wrote:
Emerging markets starting to stretch their legs
Now soundly beating the SP500 over 1 and 3 months and equal over a year.
Could be a source of outperformance if this sticks.
Emerging
1m +7%
3m +16.4%
12m +18%
SP500
1m +3.9%
3m 8.0%
12m +18.5%
I feel like emerging markets will always do better/worse than US indexes in good/bad times.
When would emerging markets do worse than the SP500, assuming the global economy is "good."
the last 10 years, obvi.
EM: +3.4% per year
SP500: +13.75% per year
Sally Vix wrote:
Dr. Racket wrote:
I feel like emerging markets will always do better/worse than US indexes in good/bad times.
When would emerging markets do worse than the SP500, assuming the global economy is "good."
I tend to avoid emerging markets like the plague. The Vanguard total stock Emerging Markets has only returned 3% over the last 10 years. That is nothing especially when you compare it the S & P.
between 2000 and 2010 the Sp500 had almost no return
but EM were up around 7% per year.
That's not exact, but in the ballpark.
10 years is a long time.
agip wrote:
Dr. Racket wrote:
I feel like emerging markets will always do better/worse than US indexes in good/bad times.
When would emerging markets do worse than the SP500, assuming the global economy is "good."
the last 10 years, obvi.
EM: +3.4% per year
SP500: +13.75% per year
Hmmmmm
Stop the count!
Holy smokey MFing patootie
Yield curve steepest since 2017 and on a rocket to the moon
Have to think this is bullish for stox.
Unless it's just a stagflation bump coming down the pike, I suppose. Or if the Fed is having success holding rates down at the short end but not the long end.
Would be interesting to compare yield curves around the world. Or corporate yield curves. To see if they are equally steep, with less Fed influence.
Maybe it's time to buy some zeroes. Down around 25% from their high, as rates have risen.
A bet that this spike in longer term rates will do some retrenchment.
ZROZ is a fascating ETF. Underutilized I think.
agip wrote:ZROZ is a fascating ETF. Underutilized I think.
Looking at the chart, ZROZ has been declining steadily during this period you've flagged with the steeply rising yield curve...?
VS-SJW-IR-TS idiot wrote:
agip wrote:ZROZ is a fascating ETF. Underutilized I think.
Looking at the chart, ZROZ has been declining steadily during this period you've flagged with the steeply rising yield curve...?
yes, it is a pure bet on long term interest rates.
If rates rise, ZROZ will fall.
If rates fall, ZROS will rise.
It has no coupon, so it's a straight bet on interest rates. Risky as all heck.
Hutre wrote:
Ghost of Igloi wrote:
Well at least I see the ingeniousness of it all.
Ingeniousness? I don’t think you know what that word means.
You have to be creative to reconcile a clean energy evangelist with a Bitcoin buyer. The cleanliness of the coins must be the attraction. Or perhaps, in Bitcoin mining there is no arsenic or tailings. ?
Ghost of Igloi wrote:
Hutre wrote:
Ingeniousness? I don’t think you know what that word means.
You have to be creative to reconcile a clean energy evangelist with a Bitcoin buyer. The cleanliness of the coins must be the attraction. Or perhaps, in Bitcoin mining there is no arsenic or tailings. ?
I was right.
Huh, you’re left! ?
First rule of narcissism: Never admit you made a mistake.
Second rule: Never apologize.
Infinity rule of the Troll, keeps it up for six years. ?
agip wrote:
Sally Vix wrote:
I tend to avoid emerging markets like the plague. The Vanguard total stock Emerging Markets has only returned 3% over the last 10 years. That is nothing especially when you compare it the S & P.
between 2000 and 2010 the Sp500 had almost no return
but EM were up around 7% per year.
That's not exact, but in the ballpark.
10 years is a long time.
agip - for the last 10 years the S & P is up what? 400%? And emerging markets - 3%? Would you rather have 3% returns or 400% returns?
All I know is Hussman killed the Dow in 2020. ???